Mailchimp
QuickBooks

Instant Customer Lookup

Streamline customer data management. Quickly access new customer details. Enhance support response times.

When this happens...

New Customer
Trigger new event when a new customer is added to a selected store.

-

automatically do this!

Search Customers
Searches for customers.

Explore Triggers and Actions

New Subscriber (Instant)
Trigger new event when a subscriber is added to an audience list.
New or Updated Subscriber (Instant)
Trigger new event when a subscriber is added or updated (on profile, or email address change) in an audience list.
New List Event (Instant)
Trigger new event when the following occurs on an audience list: a campaign is sent or cancelled, a subsciber is added, unsuscribed, has a profile update, or has the associated email address changed, or cleaned.
New Unsubscriber (Instant)
Trigger new event when a subscriber is removed from an audience list.
New Customer
Trigger new event when a new customer is added to a selected store.
Link Clicked
Trigger new event when a recipient clicks a pre-specified link in an specific campaign.
New Audience
Trigger new event when an audience is added to the connected Mailchimp account.
New Campaign
Trigger new event when a new campaign is created or sent
New File
Trigger new event when a new file is added to the File Manager of the connected Mailchimp account.
Search Query
Performs a search query against a Quickbooks entity.
Search Services
Search for services.
Search Time Activities
Searches for time activities.
Search Vendors
Searches for vendors.
Send Estimate
Sends an estimate by email.
Send Invoice
Sends an invoice by email.
Update Customer
Updates a customer.
Sparse Update Invoice
Sparse updating provides the ability to update a subset of properties for a given object; only elements specified in the request are updated. Missing elements are left untouched. The ID of the object to update is specified in the request body.​
Update Estimate
Updates an estimate.

About the apps

Learn more about

Mailchimp

and

QuickBooks

, and how they work together to automate your workflows.

About

Mailchimp

Mailchimp is a leading marketing automation and email marketing platform that helps businesses create, manage, and analyze their campaigns effectively.

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About

QuickBooks

QuickBooks Online helps manage business finances, crucial for support teams in tracking transactions and customer accounts, enhancing service delivery.

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Why

Mailchimp

+

QuickBooks

= Perfect Match

Integrating Mailchimp with QuickBooks allows you to automatically search for new customers added to your Mailchimp store. This workflow eliminates the tedious task of manual customer searches, enhancing your team’s efficiency. By automatically triggering customer lookups, your support agents can access relevant information faster, ensuring a more responsive and informed interaction with each customer. This high-value automation not only saves time but also improves customer satisfaction by enabling quicker resolutions.

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